Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.16%
Stock 99.56%
Bond 0.12%
Convertible 0.00%
Preferred 0.00%
Other 0.16%
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Market Capitalization

As of November 30, 2025
Large 59.85%
Mid 24.35%
Small 15.80%
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Region Exposure

% Developed Markets: 99.70%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.30%

Americas 95.77%
95.46%
Canada 0.03%
United States 95.43%
0.31%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.93%
United Kingdom 1.05%
2.88%
Finland 0.02%
Ireland 2.21%
Netherlands 0.03%
Switzerland 0.59%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.30%

Stock Sector Exposure

Cyclical
37.49%
Materials
3.94%
Consumer Discretionary
7.82%
Financials
21.84%
Real Estate
3.89%
Sensitive
37.97%
Communication Services
8.39%
Energy
5.80%
Industrials
12.70%
Information Technology
11.09%
Defensive
24.11%
Consumer Staples
7.10%
Health Care
12.43%
Utilities
4.58%
Not Classified
0.43%
Non Classified Equity
0.18%
Not Classified - Non Equity
0.25%
As of November 30, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available